Download the FIS Digital Wealth Management White Paper

It’s no secret that, today more than ever, the wealth industry is in constant flux, with diverse investor needs and digital disruption at the forefront. This evolution has increased competition and greater portability of assets, resulting in a new level of required service for wealth managers.

The necessity to serve investors through the digital channel is obvious. FIS’ new white paper, Digital Wealth Management:The Requirement to Compete in Today’s Market, focuses on three areas that can provide a significantly improved client experience, while driving revenue and lowering expenses.

Platform Securities LLP is a limited liability partnership, registered in England and Wales under No. OC301316. Authorised and regulated by the Financial Conduct Authority (FCA), (FCA firm reference number 214206). A member of the London Stock Exchange and an ISA plan manager